Alternatives to SuperOkay
Compare SuperOkay alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SuperOkay in 2026. Compare features, ratings, user reviews, pricing, and more from SuperOkay competitors and alternatives in order to make an informed decision for your business.
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1
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
2
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
3
Infince
Fingent
Managing enterprise apps shouldn’t feel like a full-time job — but for many teams, it does. Juggling multiple logins, switching between tools, and dealing with scattered data slows productivity and frustrates employees. Infince is the all-in-one enterprise application cloud which solves this by unifying all your business apps in one secure, white-labeled platform. With Single Sign-On (SSO), your team accesses every tool with one login. Dedicated virtual private servers (VPS) and scalable cloud hosting ensure speed, security, and control. Infince is your best app hosting platform! You can host your own apps or choose any apps from the wide tange of apps from the Infince Marketplace, all managed from a central dashboard. Built for enterprises, Infince streamlines workflows, boosts collaboration, and cuts costs by reducing SaaS sprawl. It’s the smarter, faster, and safer way to run your digital workspace — without the chaos.Starting Price: $1 per user per month -
4
Proposify
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.Starting Price: $35/month -
5
Archbee
AiurLabs
Documentation tool for high-performing teams. Archbee is the place to centralize your company's information. Unify knowledge in product, engineering, support, marketing, sales. Use cases: • Manage team knowledge • Developer & API docs • Documentation sites • Document internal processes • Collaborate on documents • Onboard & train teammates • Create documentation for your customers • Bring your own domain Integrations: Slack, Airtable, Loom, Trello, Lucidchart, Typeform, Mindmeister, Prezi, Miro, Google Docs, Google Sheets, Google Slides, Figma, Invision, Framer, Abstract, Marvel, Github, GraphQL, Swagger/Open API, Numeracy, Mode Analytics, Codepen, Intercom, Google Analytics.Starting Price: $60 per month -
6
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
7
Clientlex
Clientlex
Clientlex is a white labeled software platform for agencies and digital service providers that centralizes service sales, client onboarding, project delivery, communication, billing, and reporting in one system. The product enables agencies to create branded storefronts, collect payments, run intake and approval workflows, manage client projects and files, communicate through a shared portal, monitor billing and subscriptions, and track business performance. Its core purpose is to replace fragmented stacks of point solutions with one integrated client operating system that helps agencies sell services, deliver work, and manage client relationships more efficiently under their own brand.Starting Price: $49/month -
8
Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
9
Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
10
Mediaferry
Mediaferry
Mediaferry is an AI-driven creative operations and ad production platform that helps teams turn briefs into publish-ready campaigns across digital, video, and print formats faster and with more consistency while improving coordination and reducing rework. It provides tools to create structured creative briefs automatically, extract brand assets like logos and colors from websites, and generate campaign assets using AI so teams can produce high-impact visuals and copy quickly; built-in review, markup, version control, and approval workflows keep all stakeholders aligned and speed client sign-off. It centralizes campaign dashboards, asset management, feedback, and collaboration in one workspace and supports preflight quality checks to ensure each asset meets brand and technical standards before launch. Mediaferry integrates with major digital ad platforms, work management systems, CRM and billing tools, and digital asset management solutions so you can traffic campaigns. -
11
ProposalPress
ProposalPress
ProposalPress is a SaaS platform designed to help businesses and agencies create structured, professional RFPs (Request for Proposals) and technical project briefs through guided questionnaires. Instead of starting from a blank document, users answer categorized questions across areas such as web development, AI, cloud infrastructure, DevOps, and data analytics. The platform organizes responses into a clear scope of work and generates exportable documents (PDF or Word) that can be shared with vendors or internal teams. ProposalPress aims to simplify the process of defining project requirements, reduce ambiguity in vendor proposals, and help organizations produce more complete and consistent procurement documents. -
12
Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
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Proposeful
Proposeful
Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable. -
14
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
15
ITQuoter
ITQuoter
Quoting solution for MSPs, VARs & System Integrators | ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. Electronic sign-off and online payment is included with the system at no additional cost. ITQuoter manages the whole sales process all the way from quoting, orders, purchasing, online procurement ...and more!Starting Price: £59.90/m per user -
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dgBirds
dgBirds
We have a cloud-based SaaS administration platform of integrated software services for your mobile business. We are specialists in making your mobility experience more amazing than ever, to gain operational efficiency and to save costs. The app is free to use when not administrated. Make your operations paperless and maximize capabilities of your mobile staff. Which means that, with the Digital Bag, all organizations can make their activities more efficient by removing paper based processes. Indeed, on the one hand, the software suite proposed dgBirds enables to centrally organize, share and monitor all types of documentation, mission briefing and activity reports (Administration service). On the other hand, with the Documentation, Briefing and Reports services, accessible from iPads, mobile staff can receive and share information they need anywhere and at any time. Thanks to a better data flow ,operations are more efficient and safer, contributing to companies profitable growth.Starting Price: $4 per user per month -
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SalesRight
SalesRight
We’re excited to introduce FastSpring Interactive Quotes. Check out this brief product introduction with Mark Jacobs, Senior Program Manager at FastSpring as he demonstrates the power and flexibility of Interactive Quotes. New quotes from scratch, or leverage an existing template. Create perfect packages for prospects of all sizes. Get notified and stay informed when your clients view and interact with your proposals. Pricing, quoting, e-signatures and payments without leaving the page. Keep your team and prospects on the same page by introducing pricing earlier in conversations with dynamic pricing that they can adjust to fit their needs, then sign and pay in the same place. Empower your prospects to click and choose what they want – then close the deal directly from the Interactive Quote. -
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Castingpad
Mainboard
Create and manage the entire casting process with Castingpad, models, casting professionals, producers, production coordinators, and agency briefs. Manage the entire casting process, brief, stage production, and manage bookings. Get submissions, shortlists & updates. Add casting-specific mood boards for the look and feel. Create detailed casting roles, before or during the process. Create and submit casting briefs in 5 easy steps per role or by category. Collate incoming submissions for presentation. Record and track communications, manage and search submissions per role or by the agency. All submissions are consolidated into one casting, then forward packages with your branding, directly to your clients. Create, manage and categorize all your contact information for both clients and agencies. Personalize all your e-mails. Get a website from us and update your latest video, images, specs, bio, and other content all within Portfoliopad. -
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BriefLink
BriefLink
BriefLink is a free, private, and trackable tool specifically designed for startup founders to share fundraising pitch decks with investors in a streamlined, secure way. Founders can upload their deck in formats like PDF or PPTX (up to a 30 MB limit), and generate a confidential link protected via email access, which can be disabled at any time. It offers analytics on investor engagement, such as view counts and read receipts, empowering founders to see who’s interested and how they interact with the material. BriefLink decks follow a vetted structure reflecting how venture capitalists typically review startups, and they include inline expert advice videos from top investors to help shape messaging and metrics. Integration with the Signal investor network amplifies visibility, while recommendations embedded in briefs can boost meeting rates by about 24%. -
20
Workspace
TapChief
Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time. -
21
eSign Centre
TaxCalc
The digital age of document signing is here! TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for tax returns, VAT returns and other sets of documents. Simply send over an electronic copy of the document, ask the client to check and sign – you’ll be notified immediately and you can submit the document straightaway. Using our tried and trusted SimpleStep workflow, preparing documents for electronic sign-off couldn’t be easier. Clients can sign on any device - smartphone, tablet, laptop and desktop – from anywhere at any time. You pay by envelope – and can buy envelopes in blocks. The more envelopes you buy, the more inexpensive it becomes. Upload externally-saved PDFs and TaxCalc generated documents (which now includes Companies House Forms) to eSign envelopes, bringing you one step closer to a paperless office. -
22
TenderVault
TenderVault
TenderVault unifies 7,000+ live government contracts from 90+ countries — including the US, UK, EU TED, Canada, Australia, India, the GCC, and dozens more — into one searchable, AI-enhanced feed. AI briefs, bid/no-bid scoring, AI-generated proposal drafts, pipeline management, and alert notifications. Built for the way modern businesses actually work: Unified global feed — refreshed every 6 hours, ~$38.4B in active opportunities tracked AI opportunity briefs — plain-English summaries with automatic translation AI proposal drafts — first-draft proposals tailored to your capability statement Bid/No-Bid scoring — instant go/no-go decisions backed by your win history Pipeline kanban — track opportunities from discovery to award Compliance Vault — centralized past performance, certifications, and capability docs Smart notifications — saved searches, daily digests, and instant alerts Win/Loss analytics — measurable ROI on every bidStarting Price: $49/month -
23
Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
24
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
25
Dodon.ai
Dodon.ai
Harness the power of GPT for legal workflows. Eliminate tedious tasks and unnecessary costs so you can focus on your clients. Eliminate hours of work and get better results from the most powerful technology in a generation. Dodon.ai enables you to easily and inexpensively utilize AI. Stop relying on memory and paper to find the citations you need. Dodon.ai helps you to find it in seconds. Concerns over missing key information are gone. GPT's powerful semantic search can find needles in the haystack in seconds. Leverage the power of ChatGPT to quickly distill concepts from expert reports, academic articles, legislation, and more. Find information and citations from your case documents, notes, briefs, and research. Draft emails, evidence requests, briefing, and other content at the touch of a button.Starting Price: $30/month -
26
Chromatic
Chromatic
Chromatic takes pixel-perfect snapshots of real code, styling, and assets. Your tests reflect what your users actually experience. Chromatic creates tests from the Storybook stories already created during the development process. No need to write the same tests twice. Our custom detection algorithm eliminates flakiness from latency, animations, resource loading, and browser state. Chromatic provides a unified workspace for designers, product managers, and other stakeholders to share feedback and sign-off on UI. Post comments and change requests right beside your live components, so that everyone can follow decision-making. Automatically assign specific stakeholders to review open pull requests to speed up sign-off. -
27
ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
28
Supernormal
Supernormal
Supernormal helps agencies and client-facing teams complete work in a flash. How it works: The desktop app (Mac and Windows) captures meetings without a bot joining the call. When your meeting ends, the web app opens with your transcript, summary, and action items. Work with the AI agent to turn meeting notes into campaign briefs, pitch decks, proposals, follow-up emails, project plans, and Slack messages. What you get: - Bot-free meeting capture - AI agent that generates deliverables in your voice - Context-aware outputs - Deliverables ready to polish and send - MCP to bring your meeting context into tools like Claude and ChatGPTStarting Price: $20/month -
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Obsidian SmartDocs
Obsidian Suite
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster. -
30
Pidoco
Pidoco
Create fully interactive prototypes to simulate what your application will really feel like. Use clicks, touch gestures, device motion, keyboard entries and even location data to trigger highly configurable reactions in your prototypes. Share prototypes, collect comments and edit screens with others in real-time. Our collaboration features are easy to use and include versioning, comment history and issue tracking to give you all the tools you need. Test drive your prototypes on mobile devices like iOS and Android in real-time. Pidoco allows you to run your prototypes on mobile devices directly without downloading or installing any app. Simply open the sharing link in your mobile web browser. You can also add the project to your home screen to view it in full-screen mode. Generate handy specification documents at the click of a button to hand to your development team as a blue print or to clients for sign-off.Starting Price: $12 per month -
31
Synology Drive
Synology
Rest assured you always have secure online access to all your personal and shared data, whether from the Synology Drive mobile app, desktop client, web browser, or another Synology NAS. Safely share your documents and secure them with granular permission settings and SSL encryption. Work across computers in continuity using the desktop app. It's still your native Windows, macOS, or Ubuntu interface, but any changes you make to a file are automatically synced to other devices as soon as they're connected. Stream files to your device only when they are requested1 to save local disk space and bandwidth, or pin them to your computer to permanently keep a local copy. Protect your data from ransomware attacks or accidental deletion with the real-time or scheduled backup of important folders. -
32
PolyOptimum ProAct
PolyOptimum
The backbone system configuration, security setup and maintenance, user-definable staff database, optimized scheduling, global staffing, SMS/text messaging, violation checking, electronic timesheet sign-off, schedule simulation and extensive reporting tools. ProAct-Lite is the web-based version of ProAct with staff database, scheduling, violation checking, SMS/text messaging, staffing, electronic timesheet sign-off and basic reporting. Tools to communicate with and engage your employees and volunteers via mobile devices. You pick options available to staff, from schedule requests and shift swaps, capturing availability, posting and filling staffing gaps, recording overtime, call-backs to confirming timesheets. -
33
Content Harmony
Content Harmony
Our data-driven content brief workflow ensures that your writers produce comprehensive content that meets your SEO & brand requirements. Content Harmony ties together the process you're currently doing manually, and makes it way faster. From detailed keyword report, to robust content brief, to easy-to-use content grader, your team will feel right at home in Content Harmony. It took our SEOs & content marketing strategists hours to research a topic for clients, until we put everything they needed in one consistent keyword report. Our standardized brief formats help your strategists produce consistent notes every time, so writers have all of the critical details they need. Clients, freelance writers, editors, graphic designers, with our shareable brief formats you can give the right access to everybody in your content process. Grade your drafts and existing content against our AI-driven topic model, making sure your team publishes comprehensive content every time.Starting Price: $99 per month -
34
Magnetic
Magnetic Software
Intuitive project management, enabling your teams to work together and stay on top of deadlines. We surveyed thousands of creatives, and the common trend was they all hated timesheets, so we’re on a mission to change that. Magnetic automatically tracks what you are working on and sends it to the relevant jobs. Magnetic’s digital scheduler lets you have full control over your studio and team to ensure no work is left unattended. See capacity, plan work, and book resources, in real-time. Communication is the core of success when working across teams and clients. Agency teams need to communicate. Briefing with Magnetic is a breeze, use templates or create bespoke briefs and share them across client service, creatives and clients. Customize reports to suit your agency's requirements and favorite them for quick access. Magnetic has direct integrations with Xero, Sage, Google and more + a complete integration with Zapier and Synatic to enable you to integrate with anything. -
35
SitDeck
SitDeck
Sitdeck is a real-time collaborative workspace designed to help teams build structured content and documentation together without email chains, disconnected files, or endless editing cycles. It combines elements of documents, spreadsheets, and boards into a flexible canvas where teams can author materials such as proposals, product plans, technical specs, and playbooks collaboratively in one place. Sitdeck’s modular blocks let users embed checklists, tables, tables of contents, and rich text sections that stay synchronized across collaborators, making it easier to maintain structure and context in evolving content. Built-in commenting, version history, and deep linking foster transparent feedback loops while reducing friction between writers, reviewers, and stakeholders. It supports real-time multi-user editing, task assignment, and status tracking so teams can move from ideation to execution with shared visibility.Starting Price: $9.97 per month -
36
CaseWare Cloud
CaseWare
Gain real-time intelligent insight and analytics about your clients and your practice anywhere, on any device, with Canada’s leading cloud-based audit and accounting software solutions. Facilitate collaboration with clients through our full client portal functionality with easy file sharing, custom dashboards, and status reporting all in one secure, central location. Obtain a full document management system with centralized data storage, built-in archiving, retention and backup capabilities so files remain organized among staff, colleagues and teams. Manage your time and complete billing from any web-enabled device. Cloud automatically generates draft timesheets based on your calendar and time spent in client engagement files. Collaborating in the cloud means staff is able to simultaneously work on the same client file and facilitate review and sign-offs from anywhere, on one centralized platform. -
37
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
38
Swydo
Swydo
Swydo is an automated marketing reporting and monitoring platform designed to streamline the creation of professional online marketing reports and dashboards. It allows users to save time and showcase their impact by automating the reporting process. With Swydo, users can create custom marketing reports in minutes using a drag-and-drop interface, pre-built templates, and visualizations like charts and graphs. The platform supports integration with over 30 marketing platforms, including Google Ads, Google Analytics 4, Facebook Ads, and Google Sheets, enabling seamless data consolidation into comprehensive reports. Swydo's features include goal tracking, white-label customization, report templates, scheduling and sharing options, and data visualizations. Users can monitor client KPIs to quickly identify and address issues or opportunities through KPI boards, client KPI overviews, alert notifications, and flexible date ranges. -
39
Baseqore
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.Starting Price: $5/month (billed annually) -
40
SpecBot
SpecBot
SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.Starting Price: $12/month/user -
41
Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month -
42
SolarLogics
Logics CRM
CRM for solar companies. Streamline your sales process from lead management and technical and financial assessment to proposal preparation, e-signing, and billing. Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator. No matter how many lenders you work with and what states your clients are at, Solar Logics allows you to enter loan and incentive details and uses those figures to estimate the short and long-term savings in the proposal document. Solar Logics generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.Starting Price: $45.00/month/user -
43
Records Disposition Approval Module
Cassia Content Management
Records Disposition Approval Module for Content Suite. The essential records management add-on for OpenText Content Server. Product Features. RDA is the essential records management module for OpenText Content Suite. Driven by customers like you, RDA was built to make it easy for OpenText Content Server (OTCS) users to sign-off on records as well as to reduce the time it takes for records managers to process the records once they receive the approvals. Simplified Sign-Off Process for Approvers The ability to view all the metadata for an object so a decision can be made quickly. RDA Filters and Facets to quickly identify sets of records and approve or reject them in batches. Simplified Records Disposition Support Ability to request feedback for support if User is unsure about a certain record. Easily select approved records and de-select rejected records for processing in a disposition search. Bulk apply holds or update records management metadata directly from an RDA. -
44
Hyphenate
Hyphenate
Hyphenate is an AI-powered platform that accelerates the creation of highly customized sales proposals and statements of work. By analyzing past documents, including proposals, SOWs, and marketing collateral, it comprehends a company's capabilities, services, and brand voice. Subject matter experts and solutions architects can input relevant information about sales opportunities through emails, call transcripts, and other materials. Hyphenate then generates tailored proposals, allowing experts to refine and edit the content as needed. This process significantly reduces the time, energy, and resources typically required to produce quality proposals, enabling teams to respond swiftly to client requests. The platform is designed for solution-oriented teams across various industries, including IT services, law firms, management consulting, market research companies, insurance brokerage, construction, high-tech professional services, and financial services. -
45
EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
46
DRACOON
DRACOON
Project managers can create data rooms independently and assign authorizations, which relieves the IT department and departments can work more effectively and efficiently. File duplicates are prevented because all employees in DRACOON data rooms have access to the latest documents at all times and can work on files together with internal and external employees. User rights and approval/file request deadlines for easy project coordination. GDPR-compliant sending of encrypted file attachments or complete emails via DRACOON for Outlook. Rely on end-to-end encryption, which also includes client-side encryption. Only it offers maximum protection for your data. With this type of encryption, not even an admin or DRACOON as the operator can decrypt your data, because the key remains with the owner at all times. Many other providers handle this differently. -
47
Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
48
Board Papers
Pervasent
Installed in a SharePoint site collection, the Board Papers board portal lets you quickly set up meetings and create agendas to organize your documents. Agendas and documents are then published to an intuitive book-like app on participants' iPads, laptops, and mobile devices for on and offline access. In the app, board members and meeting attendees mark up documents with pen and highlighter tools, add and share notes, and electronically sign pages. Votes are cast with a single click. Participants come to meetings prepared, and that means shorter, more effective meetings. Board Papers is used by large and small organizations in over 30 countries to deliver electronic board books and meeting packs for all types of meetings. Key benefits of Board Papers: - All of your documents are stored in your Microsoft 365 tenancy, making security and permissions seamless. - Affordable for any sized organization. - Simple book-like app, all tools are just a tap or click away. Directors -
49
Outbooks Proposal
Outbooks
Outbooks Proposal Tool is designed for accounting and bookkeeping firms to streamline their proposal creation and management process. The Outbooks Proposal Tool simplifies the creation of professional proposals that reflect the brand’s identity. The tool automates the generation of engagement letters, ensuring compliance and consistency. Integrated payment options simplify transactions, making it easier for clients to pay for services. One of the most notable features of the Outbooks Proposal Tool is consistent value-based pricing, ensuring that clients receive transparent and fair quotes. With Outbooks Proposal Tool, accounting practice can enhance their efficiency, improve client experience, and maintain professionalism in all client communications.Starting Price: £30 -
50
HARO
Cision
Join the 55,000+ journalists and bloggers already using HARO to find sources! Provide your name, contact information and media outlet(s). Ensure your source request meets our guidelines, then submit it to the HARO editorial team for review. Include a brief synopsis of your story, required qualifications for the perfect source and a pitching deadline. Sit back as HARO sends relevant pitches straight to your inbox and HARO account. Once you’ve chosen a source, reach out for additional information to include in your story. HARO works on mutual trust, support and a few, simple rules. Before submitting a source request, please ensure you understand our guidelines for journalists. The HARO editorial team reserves the right to take appropriate action should a journalist violate these rules. Pitch the masked email address listed in the source request. Include answers to the journalist’s questions, any specified requirements and a bio with you or your client’s contact information.Starting Price: $19 per month
